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October 12, 2023 17 mins

How Insurance Agency Owners Staff Profitable Multiline Agencies that are Great for Decades -- So They Never Have to Retire.  

  1. Learn which producer roles to hire... 
  2. Learn how many to hire... 
  3. Optimize Auto & Fire Insurance sales... 
  4. Hire producers to pivot to Life, Health, Disability, Long Term Care & Bank Sales... 
  5. Hire commission only P&C producers to grow your book... 
  6. Develop Client Review Specialists to increase your multiline sales conversion rate... 
  7. Bring in a talented office manager / personal assistant... 
  8. Escape the day-to-day operations of the agency... 
  9. Do what you do best & enjoy most in the agency and delegate the rest... 
  10. Work Less, Make More & Create Your Most Desired Lifestyle...



START WITH THE eBOOK



SCHEDULE A STRATEGY SESSION


We’ll Discuss Your

  • Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
  • Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
  • Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
  • Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?


Then, We’ll Discuss the Plan & Expected Results

  • Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
  • The best way to help you achieve your goals, based on your style and time available to implement.
  • Your anticipated time investments & money investments.
  • What guarantees we can make


Schedule a Strategy Session

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